Products in Front Desk are refunded in the same way as services, by selecting the Refund option within the Transaction tab of a patient file.

After allocating the amount and clicking OK, Front Desk will record the refund against the transaction.

For stock items, this does not automatically re-add the item to your available stock count. We don’t assume the product was immediately re-added to your inventory, as it may be faulty or not fit for re-sale.

If the item was returned to stock, you will need to complete a Stock Arrival for the item by going to File ► Item Codes ► Stock Arrival.

In regards to annual reporting, the GST Reconciliation report will automatically deduct refunded amounts from the total. The Summary option can also be deselected to see a more detailed break-down of the items and any deducted refunds.

Although Front Desk does record refund totals, we recommend practices keep a more detailed record outside of Front Desk if it is required for taxation purposes. In general, we suggest tracking monies received and refunds separately to easily calculate your annual NET income where it won’t affect short-term banking periods.

As you have suggested, for accurate record-keeping we do not recommend deleting transactions.